ERIM

Eagle Ridge Investment Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.1M
3
+$8.05M
4
AAPL icon
Apple
AAPL
+$4.25M
5
PYPL icon
PayPal
PYPL
+$2.69M

Top Sells

1
+$14M
2
+$10.2M
3
+$7.87M
4
TRMB icon
Trimble
TRMB
+$7.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.48M

Sector Composition

1 Financials 16.27%
2 Healthcare 14.25%
3 Technology 12.05%
4 Industrials 11.64%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.99M 0.67%
80,632
-932
52
$5.26M 0.59%
11,942
53
$3.98M 0.45%
19,879
-2
54
$3.14M 0.35%
18,999
-200
55
$2.67M 0.3%
25,655
-971
56
$2.35M 0.26%
96,204
-1,488
57
$2.31M 0.26%
43,158
+2,416
58
$2.26M 0.25%
24,621
+12,289
59
$1.91M 0.21%
8,440
-212
60
$1.65M 0.19%
35,304
+25
61
$1.6M 0.18%
46,300
62
$1.57M 0.18%
10,572
-202
63
$1.41M 0.16%
34,624
+3,831
64
$1.34M 0.15%
5,511
65
$1.28M 0.14%
11,299
66
$1.26M 0.14%
9,364
67
$1.24M 0.14%
16,557
68
$1.22M 0.14%
6,058
-180
69
$1.16M 0.13%
13,209
70
$1.07M 0.12%
6,468
-457
71
$1.04M 0.12%
19,702
72
$1.04M 0.12%
16,710
73
$1.03M 0.12%
3,676
74
$989K 0.11%
12,171
-308
75
$950K 0.11%
2,300
1 2
3
4 5